This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVIG/capital-change-brief"
Use Arkolith's capital_change_brief for AVIG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $271.5M | 6.5M | ▲+7.3% Added · +446K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $95.4M | 2.3M | ▼−3.0% Reduced · −70K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $78.1M | 1.9M | ▲+5.9% Added · +104K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $41.4M | 997K | ▲+1.9% Added · +18K sh | Q1 2026 | |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $40.4M | 973K | ▲+7.3% Added · +67K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $32.5M | 781K | ▲+186% Added · +508K sh | Q1 2026 | |
| 7 | Highland Financial Advisors, LLC | $24.6M | 595K | ▲+5.3% Added · +30K sh | Q2 2026 | |
| 8 | Centennial Wealth Advisory LLC | $22.9M | 553K | ▲+0.1% Added · +657 sh | Q2 2026 | |
| 9 | LexAurum Advisors, LLC | $21.3M | 514K | ▲+3.3% Added · +16K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $21.2M | 509K | ▲+22% Added · +92K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $21.1M | 509K | ▲+1.6% Added · +8K sh | Q1 2026 | |
| 12 | Creative Planning | $20.4M | 490K | ▼−6.5% Reduced · −34K sh | Q1 2026 | |
| 13 | TRUIST FINANCIAL CORP | $16.9M | 406K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 14 | Allodium Investment Consultants, LLC | $15.9M | 383K | ▲+8.5% Added · +30K sh | Q2 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $13.8M | 333K | ▲New +333K sh | Q1 2026 | |
| 16 | Cresset Asset Management, LLC | $10.8M | 261K | ▲+28% Added · +58K sh | Q1 2026 | |
| 17 | Corient Private Wealth LLC | $9.6M | 232K | ▲+1.6% Added · +4K sh | Q1 2026 | |
| 18 | Allworth Financial LP | $9.5M | 229K | ▲+56% Added · +82K sh | Q1 2026 | |
| 19 | Kestra Investment Management, LLC | $9.4M | 225K | ▼−12% Reduced · −31K sh | Q1 2026 | |
| 20 | &PARTNERS | $9.2M | 221K | —Held | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 217K | ▲+9.8% Added · +19K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $7.7M | 186K | ▲+18% Added · +29K sh | Q1 2026 | |
| 23 | Trajan Wealth LLC | $7.7M | 186K | ▲+8.0% Added · +14K sh | Q1 2026 | |
| 24 | Mariner, LLC | $7.6M | 182K | ▲+4.0% Added · +7K sh | Q1 2026 | |
| 25 | Herold Advisors, Inc. | $7.2M | 174K | ▲+6.8% Added · +11K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 36 funds | $10.5B |
| APPLE INCAAPL | 36 funds | $10.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $8.1B |
| MICROSOFT CORPMSFT | 36 funds | $7.3B |
| AMAZON.COM INCAMZN | 36 funds | $6.3B |
| ALPHABET INC-CL AGOOGL | 36 funds | $5.1B |
| BROADCOM INCAVGO | 36 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 36 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 36 funds | $3.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 36 funds | $2.7B |
Ranked by how many of AVIG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVIG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.